Attracting—and Keeping—Your High-Net-Worth Investors
Effective strategies to help drive customer engagement and retention
The importance of deepening your understanding of your customers cannot be overstated.
In this webinar, we'll join PwC to dissect their recent survey findings on a specific customer subset — high-net-worth investors — and discuss key considerations for implementing data-driven targeted messaging, building stronger relationships and delivering on your potential and existing clients’ needs and expectations.
Topics include:
- Why HNW investors are re-evaluating their financial relationships (46%)
- Review necessary steps to protect your business
- Understand best practices on turning customer data into smarter action
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